Institutional Ownership Upland Software, Inc. (UPLD)
This table provides information about the institutional ownership of Upland Software, Inc. (UPLD). We have compiled data on the 76 institutions that hold shares in the stock, with a total of 15.9 Million shares, which have been reported (via 13F filing form) to have a value of $50.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
102,051
shares
|
$368,404
0.0% of portfolio
|
Q2 2024
Added 3.87%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
99,702
shares
|
$359,924
0.0% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
Nov 14, 2024 Q3 2024 |
99,488
shares
|
$359,151
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Heron Bay Capital Management
|
Nov 08, 2024 Q3 2024 |
78,906
shares
|
$284,850
0.04% of portfolio
|
Q3 2024
Added 6.47%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
69,027
shares
|
$249,187
0.0% of portfolio
|
Q3 2024
Reduced 8.03%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
56,504
shares
|
$203,979
0.0% of portfolio
|
Q3 2024
Reduced 7.01%
|
|
|
B. Riley Asset Management, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
50,000
shares
|
$180,500
0.13% of portfolio
|
Q3 2024
Reduced 93.23%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
44,000
shares
|
$158,840
0.0% of portfolio
|
Q1 2024
Reduced 8.05%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
43,531
shares
|
$157,146
0.0% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
41,290
shares
|
$149,056
0.0% of portfolio
|
Q3 2024
Added 6.21%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
39,279
shares
|
$141,797
0.02% of portfolio
|
Q4 2022
Reduced 0.81%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
37,945
shares
|
$136,981
0.0% of portfolio
|
Q3 2024
Added 79.69%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
35,814
shares
|
$129,288
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
32,878
shares
|
$118,689
0.0% of portfolio
|
Q3 2024
Added 63126.92%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
32,858
shares
|
$118,617
0.0% of portfolio
|
Q2 2024
Reduced 2.75%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
23,378
shares
|
$84,394
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
23,378
shares
|
$84,394
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
23,378
shares
|
$84,394
0.0% of portfolio
|
Q3 2024
Reduced 3.18%
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2024 Q3 2024 |
23,096
shares
|
$83,376
0.0% of portfolio
|
Q3 2024
Reduced 35.62%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
22,775
shares
|
$82,217
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
17,318
shares
|
$62,517
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2024 Q3 2024 |
17,000
shares
|
$61,370
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
15,000
shares
|
$54,150
0.0% of portfolio
|
Q3 2024
Reduced 73.68%
|
|
|
Green Square Capital Advisors LLC
|
Nov 07, 2024 Q3 2024 |
14,411
shares
|
$52,023
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
13,500
shares
|
$48,735
0.01% of portfolio
|
Q2 2023
New holding
|